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Financial and Investment Advisors
Open Directory - Business: Investing: Socially Responsible: Financial and Investment Advisors
- Marc J. Lane Investment Management, Inc.'s proprietary approach to values-based investing. Affiliate of a broker-dealer offering common and preferred stocks, bonds, options, mutual funds, variable insurance and other financial products. Illinois, USA
Anthony Edwards, First Financial Securities Inc.
- Advisory and investment services for socially responsible investing in British Columbia.
Axxis Financial Planning Ethical Investment
- Filter ethical investment funds on positive and negative criteria. Interactive questionnaire allows you to decide on attitude to investment risk as well as ethical convictions. United Kingdom
Blue Haven Capital
- Investment management for private foundations, public charities, and individuals. Offers mission related investing and investment policy statement guidance to nonprofits. USA
Blue Haven Capital blog
- Blog. Pros/cons and power of social responsibility.
Blue Marble Investments, LLC
- Socially screened investing brokerage and advisory services. Newsletter, kids section, bookstore. United States.
Blue Summit Financial Group
- Financial services firm specializing in sustainable and socially responsible investing. California, USA
The Camejo Group
- Environmental and socially responsible investing for individual investors concerned with preservation of principle, market returns, and promoting a sustainable economy. California, USA
- Triple bottom line investing, sustainability investing, social responsibility investing. South Africa
Cave & Sons Ltd
- Investment advisers offering services including investment management, financial planning and pensions. Based in Northampton UK.
Church Hill Finance
- Financial advisers specialising in ethical financial planning, mortgages, insurances, pensions, taxation, and investments. United Kingdom.
Douglas F. Hudson
- Provides services, information, and links to SRI resources in Canada.
- Registered investment advisor in New York. Information, news, and discussion of investing. United States.
Equity Invest Ltd.
- Wealth management service and ethical portfolio management. United Kingdom.
Eric A. Smith
- Certified Financial Planner specializing in SRI since 1986. Site includes SRI book store, SRI news and periodical list, and how to find and work with advisors. Seattle.
Ethical Investment Association
- Promotes socially responsible investment and enables standards within the ethical investment industry. Links to various countries' ethical funds.
The Ethical Investment Co-operative
- Group of Independent Financial Advisers whose cooperative promotes Ethical and Green Investments in the UK.
Ethical Investment Services
- Offers investment solutions for client's ethical concerns. Focus is on a sustainable future for all stakeholders in the global community. Australia.
Ethical Investors Group
- UK firm offering independent advice on socially responsible investment funds, pensions, unit trusts, ISAs, and savings to meet individual ethical criteria.
The Ethical Partnership
- Advisors covering all the UK, and through the internet offering advice globally. Focus on socially responsible concerns.
- Independent financial advisers who provide advice on ethical investments, ethical pensions, ethical ISAs and green mortgages. Scotland, UK
Friends Fiduciary Corporation Home
- Quaker non-profit corporation which provides financial services to meetings, schools and other non-profit organizations associated with the Religious Society of Friends. USA
- Independent Financial Adviser firm specialising in ethical investment, as well as environmental and socially responsible investments. UK
The Good Bankers
- Investment advisory company devoted to social investment research and product development in Japan.
Green Retirement Plans, Inc.
- Retirement planning firm helps set-up and advise green and sustainable 401ks, 403bs and IRAs. CA, USA
Greenstar Resources PLC
- A renewable natural resources company focusing on investment and management in agribusiness, forestry, and the environment.
- News, tools, and articles on SRI. Registered investment advisor returns 10% of his profits to community. California, USA.
Justin Harris, AAMS
- Offers sustainable socially responsible financial plans defined by risk management, savings, and investments. Offers related financial workshops and classes. Washington State, USA
Krull and Company
- Socially & environmentally responsible financial services firm on the east coast. Helps align investments with values. USA, Georgia-based.
- Portfolio management and financial planning. Exclusively SRI. Oregon.
Madeline Moore, CFP, AIF
- Financial planning and investment services consistent with social values and avoiding those which are not. Oregon, USA.
New Outlook Financial, Charles Carroll
- SRI-focused hourly financial planning practice based in Portland, Oregon. USA
Paladin Financial Group
- Pro-life investment and financial planning services from a religious perspective. United States.
- Specializing in Socially Responsible Investing (SRI), also known as Value Based Investing or Mission Based investing, since 2001. Alabama, USA
Profit with Principle
- Greg McCrave, independent financial adviser, specializes in SRI funds and bonds. United Kingdom.
Quest Financial Services Ltd.
- Independent Financial Advice for the ethical or socially responsible investor in the UK.
Rathbone Greenbank Investments
- Ethical investment management services for private clients, trusts, pensions, and charities. England.
Social Equity Group, The
- Socially responsible investment management for the San Francisco Bay Area and beyond. USA
Stephen Whipp, CFP - Berkshire Securities Inc
- Provides ethical investing and values-based financial planning services to families and individuals throughout Vancouver Island and across the province of British Columbia. Canada.
Financial and Investment Advisors
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Last update: December 9, 2013 at 12:39:00 UTC -